See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,293 | $47,944+96.7% | $67,834+39.0% | $62,891+49.9% |
| Participation rate | 97.9% | 61.1%+36.9pp | 68.8%+29.1pp | 69.3%+28.6pp |
| Annual return | 23.43% | 11.77%+11.7pp | 138.47%-115.0pp | 20.14%+3.3pp |
| Employer contribution / active EE | $902 | $1,562-42.3% | $2,403-62.5% | $2,281-60.5% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $447 | $3,712-87.9% | $4,622-90.3% | $4,296-89.6% |